Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Velazquez is a registered representative with Bay Crest Partners, LLC in New York, NY. Juan has been in the industry since 2006. Juan is also licensed in Florida. Prior to joining Bay Crest Partners, LLC Juan was registered with Princeton Securities Group, LLC, Templeton/Franklin Investment Services, Inc. and Interacciones Global Inc. Juan is a Series 4, 7, 55, and 63 licensed professional. Juan has been registered with FINRA since 2016.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
11/02/2016 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
05/21/2016 - 09/06/2016
PRINCETON SECURITIES GROUP, LLC (NEW YORK NY)
FL
05/22/1997 - 11/14/2006
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (FORT LAUDERDALE FL)
NY
01/02/1997 - 05/23/1997
INTERACCIONES GLOBAL INC. (NEW YORK NY)
BC
Issued 12/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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